Managers of Wealth

AIG adds to private client group management

AIG has appointed Patrick Cloughley as senior development manager in its UK private client group.

HSBC Private Bank appoints investment co-heads

The firm has named global co-heads for its private bank investment group, one based in Hong Kong and the other in London.

Guernsey Chief Minister Peter Harwood resigns

Guernsey's Chief Minister Peter Harwood has resigned his position due to the "risk to the reputation" of the office.

Brown Shipley names new head of IFA investment

Brown Shipley has promoted Kevin Doran to chief investment officer after Peter Botham moved across to a new role focusing on the company's IFA business.

Independent international private banking group establishes London office

With the support of a great team, we have achieved a significant amount

Ingenious AM creates role for Ex-Taylor Young IM COO

He will be responsible for Insight’s investment operations, custodian relationships, project management and ancillary services across all platforms and jurisdictions.

Sanlam PI hires Arbuthnot man for new office

The branch will be headed by Lee Clark, who has joined from Arbuthnot Latham, where he was a chartered financial planner.

Ackles, Geffner Relected To Top HFA Posts

Mitch Ackles and Ron Geffner have been re-elected president and vice president, respectively, of the Hedge Fund Association.

BNY Mellon Wealth Management Adds 6 Senior Sales Directors

BNY Mellon Wealth Management is ramping up its business development efforts in New York, Chicago, San Francisco and Philadelphia.

Former Brewin MD joins Davy Private Clients

He brings a wealth of knowledge with him to Davy, which I believe will be beneficial to us on a number of levels across different parts of the Davy Group

Gibson quits Verus Wealth to focus on joint venture

Verus Wealth co-director Jonathan Gibson is leaving the firm he established in 2005 with director Paul Lothian to lead accountancy joint-venture business A2+B Wealth full-time.

Swiss Re appoints David Cole as finance chief

Reinsurer Swiss Re appointed David Cole as its new finance chief on Thursday, and raised its dividend after reporting an unexpected rise in net income.

Deutsche Bank eyes Jain replacement

Deutsche Bank is considering John Cryan, the former finance chief of UBS AG, as a potential replacement for co-Chief Executive Anshu Jain should he be implicated in an ongoing investigation into currency manipulation

Deutsche Asset & Wealth Management expands US team

He reports to Jerry Miller, Head of Deutsche Asset & Wealth Management, Americas.

EFG International makes senior appointment in Asia

Based in Hong Kong, he will focus on building up EFG International's business in North Asia outside of its well established markets of Hong Kong and Taipei. In particular, he will play a key role in relation to EFG International's future develop

StanChart Singapore head to join Bahrain-based Banking group

He has spent 28 years with the Asia-focused lender and held roles including head of south east Asia as well as Americas boss, will join ABC in the second quarter of this year as group chief banking officer, the statement said.

Jacksons Wealth reshuffles after veteran retires

He will be replaced on Jacksons’ board by Chas Cox, who has been an adviser at the firm since 2009, having previously worked at Lloyds.

Zurich UK Life appoints AXA Wealth’s Sarah Hatcher as head of retail marketing

Joining from the role of head of marketing at AXA Wealth's Architas business, Hatcher will handle the Wealth and Protection

Brown Shipley Stockbroking founder to head Ravenscroft Jersey hub

Ravenscroft Stockbroking and Investment Management has appointed Haydn Taylor as chief executive of its Jersey business.

Cofunds raids AXA Wealth for string of management hires

Cofunds has raided AXA Wealth to poach four managers to strengthen its partnership and platform constancy teams as it moves to unbundled pricing.

Executive Moves